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Roth IRA Strategies for High-Income Earners

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Manage episode 427978927 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

If you're at all familiar with the Roth IRA, you probably know that there are income limits for people who want to make a contribution to a Roth. These limits generally go up a little bit each year, but anyone who makes over a certain amount of money is ineligible to make a Roth contribution.
But that doesn't mean those with a high income have no access to a Roth, or to certain Roth strategies. Everyone loves something that's tax free, and that notion is especially attractive to people who may be in a high tax bracket when it comes time to distribute those funds.
What Roth can strategies can you employ if you're a high-earner? Find out from podcast host Johnny Dean and "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!

  continue reading

180 episodes

Artwork
iconShare
 
Manage episode 427978927 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

If you're at all familiar with the Roth IRA, you probably know that there are income limits for people who want to make a contribution to a Roth. These limits generally go up a little bit each year, but anyone who makes over a certain amount of money is ineligible to make a Roth contribution.
But that doesn't mean those with a high income have no access to a Roth, or to certain Roth strategies. Everyone loves something that's tax free, and that notion is especially attractive to people who may be in a high tax bracket when it comes time to distribute those funds.
What Roth can strategies can you employ if you're a high-earner? Find out from podcast host Johnny Dean and "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!

  continue reading

180 episodes

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